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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,139 | $102,429+5.6% | $147,096-26.5% | $80,925+33.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.33% | 135.02%-119.7pp | 419.75%-404.4pp | 35.65%-20.3pp |
| Employer contribution / active EE | $7,490 | $3,716+101.6% | $4,936+51.7% | $2,756+171.7% |
| Participant deferral / active EE | $6,930 | $6,649+4.2% | $8,071-14.1% | $4,299+61.2% |
| Admin fee / account holder | $1,167 | $7,957-85.3% | $13,005-91.0% | $6,940-83.2% |